Filed December 30, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Service code 55 · EIN 13-2638166 | Other Commissions | $44,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,037 | $73,638+29.1% | $95,952-1.0% | $73,488+29.3% |
| Participation rate | 91.6% | 76.2%+15.5pp | 77.1%+14.5pp | 70.7%+20.9pp |
| Annual return | 12.79% | 16.78%-4.0pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,138 | $1,863-38.9% | $2,541-55.2% | $2,270-49.9% |
| Participant deferral / active EE | $1,789 | $3,617-50.5% | $4,167-57.1% | $3,740-52.2% |
| Admin fee / account holder | $3 | $482-99.3% | $6,795-100.0% | $513-99.4% |